Purchases and Sales Made in Q1 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST DEVELOPED MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
926New |
$44.3K - $48.8K
|
926
$50.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822+ 142.46% |
$39.3K - $43.4K
|
1.4K
$75.9K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
635+ 242.37% |
$30.4K - $33.5K
|
897
$48.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
613New |
$29.3K - $32.3K
|
613
$33.3K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
468+ 8.72% |
$22.4K - $24.7K
|
5.84K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
446+ 4.04% |
$21.3K - $23.5K
|
11.5K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
373+ 15.02% |
$17.8K - $19.7K
|
2.86K
$155K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
287+ 1.28% |
$13.7K - $15.1K
|
22.7K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
267+ 0.38% |
$12.8K - $14.1K
|
70K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 2.66% |
$12.3K - $13.6K
|
9.95K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
207New |
$9.9K - $10.9K
|
207
$11.2K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
206+ 0.5% |
$9.85K - $10.9K
|
41.2K
$2.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
159+ 2.71% |
$7.6K - $8.39K
|
6.02K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
135+ 1.13% |
$6.46K - $7.12K
|
12.1K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
115+ 17.06% |
$5.5K - $6.07K
|
789
$42.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84+ 0.49% |
$4.02K - $4.43K
|
17.3K
$939K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73New |
$3.49K - $3.85K
|
73
$3.96K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
50New |
$2.39K - $2.64K
|
50
$2.71K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46+ 102.22% |
$2.2K - $2.43K
|
91
$4.94K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23+ 27.71% |
$1.1K - $1.21K
|
106
$5.75K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.72% |
$478 - $528
|
1.41K
$76.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.34% |
$478 - $528
|
2.97K
$161K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7New |
$335 - $369
|
7
$380
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.57% |
$47.8 - $52.8
|
177
$9.6K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$47.8 - $52.8
|
1
$54.3
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-8- 0.19% |
$383 - $422
|
4.21K
$229K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 3.24% |
$861 - $950
|
537
$29.1K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22- 0.04% |
$1.05K - $1.16K
|
52.2K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.98% |
$2.39K - $2.64K
|
5.07K
$275K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-84- 2.48% |
$4.02K - $4.43K
|
3.3K
$179K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-136- 2.5% |
$6.5K - $7.17K
|
5.31K
$288K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-175- 11.12% |
$8.37K - $9.23K
|
1.4K
$75.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-177- 16.95% |
$8.46K - $9.34K
|
867
$47K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-233- 4.75% |
$11.1K - $12.3K
|
4.67K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-290- 2.39% |
$13.9K - $15.3K
|
11.9K
$644K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-291- 2.72% |
$13.9K - $15.4K
|
10.4K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-333- 15.3% |
$15.9K - $17.6K
|
1.84K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-334- 5.58% |
$16K - $17.6K
|
5.65K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-343- 5.0% |
$16.4K - $18.1K
|
6.52K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-529- 8.45% |
$25.3K - $27.9K
|
5.73K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-548- 50.28% |
$26.2K - $28.9K
|
542
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-804- 23.86% |
$38.4K - $42.4K
|
2.57K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-820- 2.86% |
$39.2K - $43.3K
|
27.8K
$1.51M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-900- 10.47% |
$43K - $47.5K
|
7.7K
$418K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-986- 2.81% |
$47.2K - $52K
|
34.1K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02K- 1.03% |
$48.8K - $53.8K
|
97.7K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.11K- 11.56% |
$52.9K - $58.4K
|
8.47K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.24K- 9.56% |
$59.2K - $65.3K
|
11.7K
$635K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.4K- 0.58% |
$67.1K - $74K
|
241K
$13.1M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 5.55% |
$77.1K - $85.1K
|
27.4K
$1.49M
|